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Wealth Management

Knowledge, experience, a history of service and people who excel at what they do; it’s what makes Bryn Mawr Trust a world-class wealth management and investment firm, earning our clients’ trust for over a century. We provide a full range of services—investment strategies, trust oversight, philanthropic advising, private banking, and more—with just one focus: to protect and grow your wealth.

Our approach is simple. We partner with you. A personal Wealth Advisory Team, including credentialed professionals and leaders in their field, works with you to develop a wealth management strategy designed to address those needs and goals. We work with your lawyers, CPAs and other counsel involved with your personal wealth, if appropriate.

And, as in every good partnership, we are in for the long haul. We stay engaged with you, continually reviewing your plan and updating it according to your changing needs.

Investment Management

A personal Wealth Advisory Team works with you to determine your requirements for income, growth, liquidity, and preservation of capital while analyzing your risk tolerance, time and tax constraints.

Trust and Estates

Private Banking

At Bryn Mawr Trust, we understand that our most valued clients deserve the highest level of personal service, providing you, the affluent client, access to the company’s full range of products, services, and expertise.

Learn more about BMT Wealth Management

Learn more about BMT Wealth Management

BMT Market Summary

Important Legal Disclosures and Information

Bryn Mawr Trust Wealth Management provides products and services through Bryn Mawr Bank Corporation and its various affiliates and subsidiaries. Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.

Investments and Insurance: Not a deposit. Not FDIC Insured. No Bank or Government Guarantee. May Lose Value.